Civic Intelligence

Oneil Financial Services Agenc

Plan context: Oneil Financial Services Agenc

EIN 31-1390373 • Westerville, OH • 7 filings • 4 plans

80 Dorchester Square N.Westerville, OH 43081
Current Snapshot

Latest Year

2011

2011 Participants

4

2011 Assets

$158,432

2011 Contributions

$13,485

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$158,432$79,216$0200520082010YearValue
$158,432Latest year 2010

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530200520082010YearValue
4Latest year 2010

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201110$0$13,485-
Oneil Financial Services Agenc-0$0$13,485-
201014$158,432$34,195$8,549iApproximate average salary by contribution assumption: employee only about $213,719 at 4% or $142,479 at 6%; with 50% employer match about $142,479 at 4% or $94,986 at 6%; with 100% employer match about $106,859 at 4% or $71,240 at 6%.
Oneil Financial Services Agenc-4$158,432$34,195$8,549iApproximate average salary by contribution assumption: employee only about $213,719 at 4% or $142,479 at 6%; with 50% employer match about $142,479 at 4% or $94,986 at 6%; with 100% employer match about $106,859 at 4% or $71,240 at 6%.
200913$105,298$20,691$6,897iApproximate average salary by contribution assumption: employee only about $172,425 at 4% or $114,950 at 6%; with 50% employer match about $114,950 at 4% or $76,633 at 6%; with 100% employer match about $86,213 at 4% or $57,475 at 6%.
Oneil Financial Services Agenc-3$105,298$20,691$6,897iApproximate average salary by contribution assumption: employee only about $172,425 at 4% or $114,950 at 6%; with 50% employer match about $114,950 at 4% or $76,633 at 6%; with 100% employer match about $86,213 at 4% or $57,475 at 6%.
200813$64,495$31,506$10,502iApproximate average salary by contribution assumption: employee only about $262,550 at 4% or $175,033 at 6%; with 50% employer match about $175,033 at 4% or $116,689 at 6%; with 100% employer match about $131,275 at 4% or $87,517 at 6%.
Oneil Financial Services Agenc-3$64,495$31,506$10,502iApproximate average salary by contribution assumption: employee only about $262,550 at 4% or $175,033 at 6%; with 50% employer match about $175,033 at 4% or $116,689 at 6%; with 100% employer match about $131,275 at 4% or $87,517 at 6%.
200713$63,777$19,391$6,464iApproximate average salary by contribution assumption: employee only about $161,592 at 4% or $107,728 at 6%; with 50% employer match about $107,728 at 4% or $71,819 at 6%; with 100% employer match about $80,796 at 4% or $53,864 at 6%.
Oneil Financial Services Agenc-3$63,777$19,391$6,464iApproximate average salary by contribution assumption: employee only about $161,592 at 4% or $107,728 at 6%; with 50% employer match about $107,728 at 4% or $71,819 at 6%; with 100% employer match about $80,796 at 4% or $53,864 at 6%.
200614$52,040$23,626$5,907iApproximate average salary by contribution assumption: employee only about $147,663 at 4% or $98,442 at 6%; with 50% employer match about $98,442 at 4% or $65,628 at 6%; with 100% employer match about $73,831 at 4% or $49,221 at 6%.
Oneil Financial Services Agenc-4$52,040$23,626$5,907iApproximate average salary by contribution assumption: employee only about $147,663 at 4% or $98,442 at 6%; with 50% employer match about $98,442 at 4% or $65,628 at 6%; with 100% employer match about $73,831 at 4% or $49,221 at 6%.
200515$29,485$27,844$5,569iApproximate average salary by contribution assumption: employee only about $139,220 at 4% or $92,813 at 6%; with 50% employer match about $92,813 at 4% or $61,876 at 6%; with 100% employer match about $69,610 at 4% or $46,407 at 6%.
Oneil Financial Services Agenc-5$29,485$27,844$5,569iApproximate average salary by contribution assumption: employee only about $139,220 at 4% or $92,813 at 6%; with 50% employer match about $92,813 at 4% or $61,876 at 6%; with 100% employer match about $69,610 at 4% or $46,407 at 6%.